10/4/2021
Web Program (CLIPitc.com)
Fill in customer since date with today’s date for new customers
Made all columns sortable on sales report
Added Statement note for customers to include notes about bills/payments etc.
Added Care of field to statement/Invoice
Added Employee birthday to employees section
Added taxable as optional for Fuel surcharge
Added option to make budgeted hours actual on charge per hour jobs.
Added rounds status to custom reports
Made general notes clickable with preview
Extended invoice notes character limit
Fixed issue with next year scheduling
Enhanced QuickBooks online synch speed
Added option to not print 0 balance invoices.
Added Service ticket route sheet report to route sheet invoices
Added Vendor fields in materials section and Website for material
Added pattern packages and ability to add jobs to pattern packages
Changed mail merge sort to sort jobs in job number order
Added option for logo on route sheet invoices
Added materials search option
Order jobs by job number under customers account
Mobile App (Unreleased)
Added option to take payments in mobile app (on site cc’d payments)
Added Dispatch Map screens (map views of the work, shortcuts to manage work)
Added permissions for timeclock on mobile app permissions
Made Grouped job moves move the subjobs with master job
8/15/2021
Web Program (CLIPitc.com)
Added Credit memos to CLIPitc
Added property defaults for adding jobs
Fixed issue with customer number showing in to do's
Adjusted related jobs to come in with the master
Added sender email, customer email, to To Do emails
Remove rounds from daily sections if program is put on hold
Enhanced sales tax report processing
Customer account notes moved/expanded
Put customer account number before customer name on to do notifications
Made changes to QuickBooks desktop synchronization for credit card program fee charges.
Mobile App (Unreleased)
Allow jobs to be skipped that are in progress
Added Touch/Faceid to Apple IOS devices
Added links to customer>Job from daily section
Allow groups of jobs to be skipped at one time
7/15/2021
Web Program (CLIPitc.com)
Added Budgeted Mhrs to job costing excel sheet
Shrank the emailed invoice printout
Added ability to import multiple properties
Added Crew colors to get work calendar
Hid inactive employees in user section
Fixed issue with payment application to invoices
Mobile App
Jobs section for Android app (finished notes sections, scheduling, and released)
7/1/2021
Web Program (CLIPitc.com)
Ability to globally change minimum charges
Added Program Status filters in custom section
Added ability to change email subjects
Added/Changed weather API for mobile application
Sub sort crew/route on work projections report
Changed autopayments to service
More definition in crew breaks for daily work report
Single payment sorted by account number
Mobile App (Unreleased work in progress)
Jobs section for Android app
6/14/2021
Web Program (CLIPitc.com)
Added ability to send autopay requests to non portal users
Save customer filters per user
Added Check all buttons in scheduling
Added Apply credits section to change application of payments
Added subsort for job costing report on job date
Adjusted invoice balance format
Adjusted Datetime on autopay format
Mobile App (Unreleased work in progress)
Jobs section for Android app
Adde job notes section to jobs in Android app
Enhanced location tracking for Android
6/1/2021
Web Program (CLIPitc.com)
Route optimization enhancements (faster changes, hours + distance)
Added route number spacing on permanent route numbers
Allow editing of charge on group jobs in daily work
Enable min/max for non contract jobs
Reset jobs now use the previous next visit date instead of today's date
Exclude removed transactions from uninvoiced balance
Added last visit date to rounds
Mobile App (Unreleased work in progress)
Jobs section for Android app
Mobile APP IOS 3.15
Added Jobs section for Apple IOS (menu>customers>Jobs tab)
5/20/2021
Web Program (CLIPitc.com)
Fixed issue with work projections report
Added route number spacing on permanent route numbers
Fixed issue with company logo refreshing
Added balance refreshing in single payment
Changed job notes workflow to be more clear
Fixed Enhanced route sheet sort order issue
Changed crew filter, formatting, and totals on daily gross report
Add status filters to packages report
Mobile App (Unreleased work in progress)
Added add new job function to IOS app
CLIPPay
Anonymous payments
Manage Portal options
5/4/2021
Web Program (CLIPitc.com)
Fixed issue with portal button sizing for submitting payments
Added more permission options for portal
Added portal autopay email option
Added refund option to the Anonymous payments section
Added portal users reporting and functionality (For managing portal users)
Made Auto charge amount field editable.
Made it so that enter key on quicksearch initiates a search.
Fixed issue with price adjustment report
Added the ability to submit anonymous payments without amounts to save payment method for future autopay
Mobile App (Unreleased work in progress)
Worked on jobs screens for IOS, close to releasing jobs section on the IOS and Android app.
4/20/2021
Web Program (CLIPitc.com)
Changed Emails to include the company name in the From field.
Changed route settings options to be saved per user
Added Daily grosses report
Added search bar and adjusted toolbar
Added # of days to the custom reports section
fixed to copy in Country from pattern when creating new customers
Added anonymous payments option to invoice email
Added Customer program fee to all customers section
Changed anonymous payments to sort by customer name in drop down
Save programs/rounds pricing sheet settings in pattern program.
Mobile App (Unreleased work in progress)
Worked on Jobs schedule screen
Worked on Jobs notes screen
Worked on Job media screens
Worked on Job Zone scheduling screens
4/6/2021
Web Program (CLIPitc.com)
Changed Anonymous payments formatting design
Option to put overdue work on top for route sheets
Revenue report summary issue fixed
Optimized search speeds in CLIPitc
Option to hide quantity when invocing
Added option to save credit card in portal for Autopay
Alphabetic sorting for employee lists.
Fixed group replace date in mobile work screen
Adjusted portal for smaller screens.
Added notes fields to custom reports section.
Added more chemical tracking fields to materials
Added checkbox to share custom reports with other users in CLIPitc
Mobile App (1.31)
Some offline enhancements
Location update permissions enhancements
Mobile App (Unreleased work in progress)
Worked on Jobs charges screen
Worked on Jobs discounts screen
Worked on Job schedule screens
Worked on Job Zone scheduling screens
3/25/2021
Web Program (CLIPitc.com)
Improved delete invoice batch function
Added initial version of anonymous payments for CLIPPay
Added seasonal totals
Added packages report
Added customer collections report
Added customer display name to custom reports section
Added last name sorting option for route sheets
Mobile App (Unreleased)
Worked on Jobs Discount screen
Worked on Charge options job screen
Added ability to sign estimates on the mobile app screen
Made enhancements to invoice screen under customer
Added list of jobs to be finalized in finalize work section
2/22/2021
Web Program (CLIPitc.com)
Added CLIPPay processing for CLIPitc. Can go to https://clip.com/clippay to sign up!!
Added autopay entry directly from customer
Added materials import from excel function
Added options to update customer fields and property fields (added under patterns button)
Gave option to replace job when adding a job to the workbank from customer if it already exists.
Added technotes to route sheets
Added delivery status for customer message emails in get work section.
Added seasonal total amounts to package and job sections.
Added property status to custom reports section
Added employee customer times report.
Added employee budgeted vs actual report
Mobile App (Version 1.28)
Fixed issue with Daily work synchronization when offline
Added link in daily to access customer information
Added link in To do section to access customer information
Made To Do's editable in the daily section of the App
Added new formats for IPad (split screen layouts) to make better use of the larger screens.
Added dark mode (Apple devices only)
Added ability to add all employees from a crew at one time
Added ability to remove employees from daily work job.
Added clear offline data option to delete recorded work when there is a synchronizing issue
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Patch Notes before 2021 have been archived.
If you have any inquiries about any of the new additions, enhancements, changes, or corrections, don't hesitate to ask our support personnel!